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DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

DoubleLine Opportunistic Credit Fund logo
$14.29 -0.01 (-0.07%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$14.29 0.00 (0.00%)
As of 07/10/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Credit Fund (NYSE:DBL)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$68.23M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$49.93M
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DBL Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Credit Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 World Equity Group Inc.16,600$239K0.1%+49.5%0.000%
7/9/2026 Pettinga Financial Advisors LLC20,592$296K0.0%N/A0.000%
7/8/2026 Integrated Capital Management Inc.12,932$186K0.1%N/A0.000%
7/7/2026 Avior Wealth Management LLC596,287$8.58M0.2%+3.9%0.000%
6/3/2026NewEdge Advisors LLC24,249$354K0.0%-9.7%0.000%
5/22/2026Verus Capital Partners LLC25,180$368K0.0%-25.3%0.000%
5/19/2026Bank of America Corp DE145,851$2.13M0.0%-69.4%0.000%
5/18/2026Readystate Asset Management LP10,907$159K0.0%-25.8%0.000%
5/18/2026Royal Bank of Canada375,823$5.49M0.0%+22.7%0.000%
5/13/2026Cetera Investment Advisers25,950$379K0.0%+51.6%0.000%
5/6/2026Aviance Capital Partners LLC95,072$1.39M0.2%+6.2%0.000%
5/6/2026Independent Financial Group LLC67,275$982K0.0%N/A0.000%
5/5/2026Journey Advisory Group LLC173,374$2.53M0.2%+1.1%0.000%
5/1/2026Fifth Third Bancorp3,750$55K0.0%N/A0.000%
4/28/2026Ascentis Independent Advisors7,377$108K0.0%N/A0.000%
4/28/2026Berger Financial Group Inc105,664$1.54M0.1%-2.1%0.000%
4/22/2026Absolute Investment Advisers LLC193,182$2.82M0.3%N/A0.000%
4/22/2026Janney Montgomery Scott LLC206,395$3.01M0.0%-12.6%0.000%
4/21/2026Maridea Wealth Management LLC12,156$177K0.0%N/A0.000%
4/20/2026Kercheville Advisors LLC11,897$174K0.1%-5.6%0.000%
3/17/2026Rockefeller Capital Management L.P.42,761$652K0.0%+66.9%0.000%
2/19/2026Invesco Ltd.156,062$2.38M0.0%-4.9%0.000%
2/18/2026Papamarkou Wellner Asset Management inc.10,500$160K0.1%N/A0.000%
2/18/2026Readystate Asset Management LP14,697$224K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC187,757$2.86M0.0%-1.8%0.000%
2/17/2026Cetera Investment Advisers17,113$261K0.0%+43.9%0.000%
2/17/2026Osaic Holdings Inc.17,593$268K0.0%-24.8%0.000%
2/17/2026Royal Bank of Canada306,202$4.67M0.0%+20.2%0.000%
2/16/2026Apriem Advisors24,110$368K0.0%+19.9%0.000%
2/13/2026Kestra Advisory Services LLC13,270$202K0.0%+6.5%0.000%
2/13/2026Stifel Financial Corp200,639$3.06M0.0%-36.1%0.000%
2/13/2026Golden State Wealth Management LLC2,226$34K0.0%-45.7%0.000%
2/13/2026Wells Fargo & Company MN268,441$4.09M0.0%+41.3%0.000%
2/12/2026Commonwealth Equity Services LLC18,565$283K0.0%+11.5%0.000%
2/12/2026Sit Investment Associates Inc.3,469,728$52.91M1.0%+2.0%0.000%
2/11/2026Janney Montgomery Scott LLC236,256$3.60M0.0%+1.1%0.000%
2/11/2026LPL Financial LLC234,499$3.58M0.0%+7.6%0.000%
2/10/2026Intellectus Partners LLC290,261$4.43M0.9%+2.0%0.000%
2/6/2026Ignite Planners LLC121,539$1.84M0.3%+13.3%0.000%
2/6/2026Aviance Capital Partners LLC89,549$1.37M0.2%-0.7%0.000%
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2/5/2026Catawba River Capital257,639$3.93M1.7%+4.2%0.000%
1/29/2026Comerica Bank3,750$57K0.0%-82.0%0.000%
1/29/2026Ashton Thomas Private Wealth LLC18,637$284K0.0%+4.6%0.000%
1/29/2026UBS Group AG568,353$8.67M0.0%-1.1%0.000%
1/29/2026Kercheville Advisors LLC12,607$191K0.1%-10.5%0.000%
1/27/2026Evergreen Capital Management LLC527,230$8.04M0.2%+3.0%0.000%
1/27/2026Journey Advisory Group LLC171,430$2.61M0.2%+2.0%0.000%
1/27/2026Berger Financial Group Inc107,945$1.65M0.1%+2.3%0.000%
1/23/2026U.S. Capital Wealth Advisors LLC65,774$1.00M0.0%+11.9%0.000%
1/23/2026Twelve Points Wealth Management LLC345,569$5.28M1.2%-12.9%0.000%
1/20/2026Stratos Wealth Advisors LLC259,367$3.96M0.2%+3.1%0.000%
1/12/2026ARS Wealth Advisors Group LLC14,000$214K0.0%-5.2%0.000%
1/8/2026Gridiron Partners LLC43,917$670K0.4%-98.0%0.000%
12/1/2025Polar Asset Management Partners Inc.166,458$2.59M0.0%N/A0.000%
11/17/2025Strategic Wealth Partners Ltd.88,316$1.38M0.1%+1.1%0.000%
11/17/2025Bank of America Corp DE439,401$6.85M0.0%+86.3%0.000%
11/17/2025Ameriprise Financial Inc.294,470$4.59M0.0%+6.6%0.000%
11/14/2025Polar Asset Management Partners Inc.166,458$2.59M0.0%N/A0.000%
11/14/2025Raymond James Financial Inc.147,098$2.29M0.0%-1.2%0.000%
11/14/2025Comerica Bank20,777$324K0.0%-41.5%0.000%
11/13/2025Fort Sheridan Advisors LLC15,781$246K0.0%-13.6%0.000%
11/12/2025Intellectus Partners LLC284,605$4.43M0.9%+1.2%0.000%
11/12/2025Consolidated Portfolio Review Corp150,666$2.35M0.3%+73.2%0.000%
11/10/2025Verus Capital Partners LLC33,211$517K0.0%+3.8%0.000%
11/10/2025Catawba River Capital247,310$3.85M1.7%+6.0%0.000%
11/10/2025Journey Advisory Group LLC168,034$2.62M0.2%-1.1%0.000%
11/6/2025Stratos Wealth Advisors LLC251,623$3.92M0.2%+114.6%0.000%
11/5/2025Envestnet Asset Management Inc.16,725$261K0.0%+16.6%0.000%
11/3/2025TD Waterhouse Canada Inc.5,487$85K0.0%-67.9%0.000%
10/31/2025Blackhawk Capital Partners LLC10,450$163K0.1%N/A0.000%
10/29/2025Aviance Capital Partners LLC90,219$1.41M0.2%+1.3%0.000%
10/28/2025Evergreen Capital Management LLC511,911$7.98M0.2%+2.4%0.000%
10/24/2025 World Equity Group Inc.11,100$173K0.0%+7.2%0.000%
10/22/2025Shaker Financial Services LLC28,537$445K0.2%+13.2%0.000%
10/22/2025Twelve Points Wealth Management LLC396,595$6.18M1.5%-0.5%0.000%
10/14/2025Gridiron Partners LLC2,231,257$348K0.0%+5,475.8%0.000%
10/14/2025 Matrix Trust Co47,777$744K0.1%-4.8%0.000%
10/14/2025Berger Financial Group Inc105,468$1.64M0.1%N/A0.000%
10/9/2025U.S. Capital Wealth Advisors LLC58,774$916K0.0%+23.8%0.000%
10/8/2025Ignite Planners LLC107,242$1.67M0.3%+1.6%0.000%
10/6/2025ARS Wealth Advisors Group LLC14,767$230K0.0%-9.4%0.000%
9/4/2025Osaic Holdings Inc.21,867$336K0.0%-11.6%0.000%
8/29/2025Total Investment Management Inc.4,198$65K0.0%N/A0.000%
8/16/2025Evergreen Capital Management LLC500,142$7.69M0.2%+8.1%0.000%
8/15/2025Balyasny Asset Management L.P.28,533$439K0.0%N/A0.000%
8/15/2025Bank of America Corp DE235,865$3.63M0.0%+8.9%0.000%
8/15/2025Ameriprise Financial Inc.276,175$4.25M0.0%-16.8%0.000%
8/14/2025Raymond James Financial Inc.148,939$2.29M0.0%-11.5%0.000%
8/13/2025Guggenheim Capital LLC216,658$3.33M0.0%-4.9%0.000%
8/13/2025Invesco Ltd.133,465$2.05M0.0%-11.8%0.000%
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8/13/2025Fort Sheridan Advisors LLC18,272$281K0.0%-25.3%0.000%
8/12/2025XTX Topco Ltd10,116$156K0.0%N/A0.000%
8/12/2025Horizon Kinetics Asset Management LLC26,820$412K0.0%-5.0%0.000%
8/5/2025Intellectus Partners LLC281,283$4.33M0.9%+9.5%0.000%
8/5/2025Shaker Financial Services LLC25,219$388K0.1%-67.7%0.000%
8/5/2025Aviance Capital Partners LLC89,022$1.37M0.2%-1.1%0.000%
8/1/2025Envestnet Asset Management Inc.14,338$221K0.0%N/A0.000%
7/30/2025Journey Advisory Group LLC169,914$2.61M0.2%+0.4%0.000%
7/29/2025International Assets Investment Management LLC140,546$2.16M0.1%+1.4%0.000%
7/29/2025Catawba River Capital233,390$3.59M1.8%N/A0.000%


DBL Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($52.91M), LeConte Wealth Management LLC ($9.80M), UBS Group AG ($8.67M), Avior Wealth Management LLC ($8.58M), Evergreen Capital Management LLC ($8.04M), Royal Bank of Canada ($5.49M), and Twelve Points Wealth Management LLC ($5.28M).Learn more on DoubleLine Opportunistic Credit Fund's institutional investors.

Of the 68 institutional investors that purchased DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.20M), Gridiron Partners LLC ($2.19M), LeConte Wealth Management LLC ($938.34K), Sit Investment Associates Inc. ($486.98K), Polar Asset Management Partners Inc. ($332.92K), Raymond James Financial Inc. ($273.92K), and Stratos Wealth Advisors LLC ($259.37K).

Institutional investors have bought a total of 4,420,922 shares in the last 24 months. This purchase volume represents approximately $68.23M in transactions.

Of the 27 institutional investors that sold DoubleLine Opportunistic Credit Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gridiron Partners LLC ($2.19M), Bank of America Corp DE ($330.02K), LeConte Wealth Management LLC ($301.41K), Stifel Financial Corp ($113.49K), Ameriprise Financial Inc. ($55.62K), Twelve Points Wealth Management LLC ($53.02K), and Shaker Financial Services LLC ($52.79K).

Institutional investors have sold a total of 3,282,732 shares in the last 24 months. This volume of shares sold represents approximately $49.93M in transactions.


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This page (NYSE:DBL) was last updated on 7/11/2026 by MarketBeat.com Staff.
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